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New Vernon Investment Management LLC
New Vernon Investment Management LLC is an investment management and wealth advisory firm based in Highland Park, Illinois. The firm manages portfolios for high net worth individuals and families, offering financial planning and investment management services. With origins dating to 1972, it is built on long-term client relationships and a fee-only fiduciary approach that prioritizes transparency, integrity, and personalized advice. The firm employs approximately 8 professionals and serves clients seeking to preserve, protect, and grow their wealth.
Investment Strategy
New Vernon Investment Management LLC employs a fee-only, fiduciary investment strategy focused on individualized portfolio management for high net worth clients. The firm builds portfolios using a combination of equities and fixed income assets, seeking to preserve capital, manage risk, and achieve long-term growth through deep market insight and careful selection of investment holdings. As a registered investment adviser, it maintains transparency with clients and avoids conflicts of interest, customizing strategies to each client’s financial goals and risk tolerance.
Latest 13F Filing Activity
New Vernon Investment Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 34 equity positions with a total 13F market value of $86M. The fund increased holdings in Lincoln Natl Corp. Inc., Berkley W.R. Corp., Progressive Corp. among other positions. New Vernon Investment Management LLC reduced exposure to Gallagher Arthur J & Co., Metlife Inc., Teck Resources LTD Cls-b among others.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PGR | PROGRESSIVE CORP | 8.70% | $7.5M | 28,034 | $266.53 | $266.86 | +$2.5M |
W WRB | BERKLEY W.R. CORP | 7.88% | $6.8M | 92,206 | $67.34 | $73.47 | +$3.5M |
H HIG | HARTFORD FINL SVCS GROUP INC | 6.59% | $5.7M | 44,643 | $121.80 | $126.87 | +$140.2K |
E EQH | EQUITABLE HLDGS INC | 6.55% | $5.6M | 100,349 | $51.57 | $56.10 | +$951.9K |
T TRV | TRAVELERS COMPANIES INC | 6.24% | $5.4M | 20,043 | $246.93 | $267.54 | +$2.3M |
Industry Allocation
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